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Compare AU
Compare IOO vs. QOZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares Global 100 ETF (IOO) and the Betashares Australia 200 Fundamental Value ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOO | QOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,246 | 90 |
Median incremental investment | $1,002.65 | $1,156.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,721.44 | $2,460.43 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOO | QOZ | |
|---|---|---|
Strategy | The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1428.81m in AUM and 196 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | ISHARES GLOBAL 100 ETF TRUST (99.97 %) AUD CASH (0.04 %) USD/AUD (0.00 %) | SPI 200 FUTURES DEC26 (0 %) BHP GROUP LTD (13.50 %) COMMONWEALTH BANK OF AUSTRALIA (5.82 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (79.72 %) United Kingdom of Great Britain and Northern Ireland (4.16 %) Switzerland (3.15 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
IOO | QOZ | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Global 100 Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $205.28 | $19.45 |
Size | $6.082 billion | $1.418 billion |
10Y return | 323.96 % | 62.08 % |
Annual distribution yield (5Y) | 1.44 % | 5.34 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOO | QOZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,246 | 90 |
Median incremental investment | $1,002.65 | $1,156.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,721.44 | $2,460.43 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOO | QOZ | |
|---|---|---|
Pros |
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Cons |
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IOO | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |